Jump to content

403(b)(7) versus 403(b)(9)


Guest mbw

Recommended Posts

  • 4 months later...

Difference 1-RIA can buy any investment type, not just annuities and mutual funds.

Difference 2-Hardship distributions of employer money permitted, unlike 403(b)(7) custodial account.

Difference 3-RIA makes plan subject to requirement for a written plan document.

Thomas L. Geer, J.D., LL.M.

Benefit Plan Solutions

Blog: http://401k-403b-457-plansblog.blogspot.com/

Email: geertom@gmail.com

Phone & Fax: (888) 315-6720

Link to comment
Share on other sites

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...